Profile Scope & Permissions

Profile

To manage your profiles go to Settings > Profiles and then click on the profile you want to manage.

Profile Scope

The scope determines which data you have access to. There are 3 scope levels:

All company - the profile has access to all data in the company

Locations and teams managed by the user - the profile has access to only the user data that belong to the locations and teams that they manage. This is defined and can be managed in the user record (Setup >Employees > then click on employee record from the list.

Only user information - this profile only has access to their user information. This is the lowest scope level.

See screenshot below which highlights the scope levels:

Profile Permissions

Profile permissions determine what you can do to the data in your scope. Permissions are broken into 5 categories:

Settings

Setup

Operations

Reports

Dashboards

Settings Permissions

Setting permissions have to do with all the setting listed in the settings submenu. These permissions are normally reserved only for the Crewhu administrator and sometimes for other members of the executive team. Only a profile with all company scope has access to these permissions. By default, the "Admin" profile is the only profile with access to "Settings."

See screenshot below that highlights settings submenu:

Modules - A module is a group of features. This is where you can turn modules on/off. If a module is turned off the feature and associated pages will not be available to the user.

Surveys - Where you configure survey settings. Normally the users in charge of implementation and management have access to this setting.

Cafe- defines the scope of the cafe feed for the profile and which profile can post important messages.

Integrations - this is where you access Crewhu's premium integrations.

Notification - this is where all Crewhu notifications are managed

Profiles - this is where you manage profiles. You cannot manage permissions if you do not have access to the profile settings page

See screenshot below which highlights setting permission details:

Setup Permissions

Setup permissions have to do with permissions in the setup submenu. These permissions are normally reserved only for the Crewhu administrator and sometimes for other members of the executive team. Only a profile with "all company" scope will have access to all setup permissions. Profiles with scope "locations and teams managed by users" will only have permission options for employees in their scope and for KPIs. Profiles with the scope "only user information" will not have access to setup permissions.

Locations - The HQ location is automatically added during the signup process. Locations are used to represent a physical place. Metrics can be reported on by location. Locations can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "all company" will be able to be granted this permission.

Teams - This is an optional feature and can be used to break users into teams based on department, function or workgroup. Teams will normally have a leader or manager. Metrics can be reported on by team. Teams can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "all company" will be able to be granted this permission.

Positions- Positions are used to represent the roles in your organization. It is also used to scope goal based contests. For example, you can set a goal based contests for only Level 1 Technicians. Positions can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "all company" will be able to be granted this permission.

Employees- Employees can be added and managed by a user with a profile that is granted permission. Profiles with the scope "all company" can be granted access to all employees in the company. Profiles with the scope "locations and teams managed by users" can only have access to the employee in the location and team that they manage.

Badges- Every account starts with a default set of badges that can be edited or even deleted. We recommend that you create badges that are unique to your company core values and goals. Badges can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "all company" will be able to be granted this permission.

Prizes- Every account starts with a default set of prizes for inspiration. It is recommended that prizes chosen for the store are meaningful to your team. Prizes can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "all company" will be able to be granted this permission.

Scores- Scores are a combination of more than 1 metric with a weight attached and are used to create KPIs and goal based contests. Scores can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "all company" will be able to be granted this permission.

Survey Tags- Tags are used externally on your client survey and internally to tag a survey during the review process. You can report on tags to more easily uncover areas of improvement and focus. Your account has 6 default tags that can be edited or even deleted. Tags can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "all company" will be able to be granted this permission.

KPIs- KPIs are used to create goal-based contests. KPIs are based on a single metric or a score. Users with profiles with the scope "all company" and "locations and teams managed by users" can add and manage KPI if granted permission

Operations Permissions

Operations permissions are related to the operations submenu and have to do with the day to day operations of Crewhu.

Contests - Contest permissions can give the profile the ability to create and manage contests. Profiles with "all company" and "locations and teams managed by user" scopes have access to these permissions. These permissions are normally granted to Admins and Managers.

Badge History- Badge history permissions gives the user access to view and manage badge history within their scope. These permissions can be granted to all scopes. Normally Admins have all permissions granted while Managers and Employee profiles have view access.

Prize History - Prize history permissions gives the profile access to view and manage prizes in their scope. The prize admin is normally given all permissions while all other profiles are normally given view access.

Survey History - Survey history permissions give the profile access to view and manage survey history. Survey history is used to complete the feedback loop process through feedback review. All permissions are normally granted to managers in charge of customer satisfaction. All other profiles are normally given view access.

Reports Permissions

Reports permissions give the profile view access to report data in their scope. Reports are available for scopes "all company" and "locations and teams managed by user." Reports are normally used by Admins and Managers. Permissions are given by report.

Bucks Rewarded- Gives detail on how much was rewarded by source, location, team, and user. Used to keep track of spend, reward equity, and engagement.

Bucks Redeemed - Gives details of the amount redeemed by location, team, and employee. The report also can track the taxable reward amounts for proper bookkeeping.

Badge Engagement- keeps track of badge recognition awards based on location, team, user and individual badge award. This report is a great way to track engagement and see what and who is being most awarded.

CSAT Details- keeps track of client feedback by the organization location, team, employee as well as client. This report gives you an easy way to gauge your client's engagement and see which team members are doing well and who need additional coaching.

Score - This report helps you track the Crewhu score by your organization, locations, teams and individual team member. It takes into account a number of metrics that gauge team alignment.

Dashboard Permissions

Dashboard permissions give the profile view access to the manager dashboard with data based on their scope. The manager dashboard is available to all profiles with scopes "all company" and "locations and teams managed by user." The manager dashboard is used to give managers a quick view of important data that Crewhu tracks.